August 2019 Analysis/Intelligence Professional Edition Admin Summary
Initial Post
Release Note Summaries
Model Changes
New Field: Default Travel Request Approver (updated) KeyWith this release, there is a new travel-request-related field for Expense.
Description: The new Default Travel Request Approver (updated) Key field is associated with the Default Travel Request Approver (Updated) field. Users can now report on the key field for the Default Travel Request (Updated) field.
The new travel-request-related folder for Expense is located in the following folder:
- Expense > Lists > Employee Information > Keys
With this release, there are new travel-allowance-related fields for Expense.
Description: The new fields in the Fixed Travel Allowance Calculations folder will allow users to report on the fixed travel allowance calculations. The fields include employee fields, amount fields for the reporting, rate and payment currency, and conversion fields. These fields were added to the model for use with a planned future feature.
The new travel-allowance-related fields for Expense are located in the following folders:
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Location
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (reporting currency)
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (rate currency)
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (payment currency)
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Conversion
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Additional Employee Details
- Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Keys
SAP Concur modified how employee information is filtered throughout the Cognos data model. SAP added additional permissions to employee information in the data model. Before this update, the data model only used the BI Manager hierarchy filter to filter the employee information from the data model. With this update, the data model now uses both the BI Manager hierarchy and the Reporting hierarchy filter to filter employee information from the data model.
This update ensures clients can only view the employee information appropriate for the combination of their assigned Cognos user role, their assigned group(s) in the Reporting hierarchy and their BI Manager permissions, if applicable.
SAP Concur is committed to safeguarding employee information and ensuring only clients with the appropriate permissions can access employee information.
For more information about the Cognos user roles, the Reporting hierarchy and the BI Manager permissions, refer to the Analysis/Intelligence: Overview guide (English Only).
Report Changes
Updated Report: Auditor Digitised Receipt Search ReportWith the July release, the Tax Rate column was renamed to Tax Rate (%), and the percentage symbol, %, is no longer displayed next to the percentage values in the Tax Rate (%) column. For example, 25 percent was displayed as 25% in the Tax Rate column. With this update, 25 percent is now displayed as 25 in the Tax Rate (%) column.
The Auditor Digitised Receipt Search Report lists the digitised receipt records that have gone through the certified receipt digitisation process.
WHAT THE USER SEES
The Tax Rate column is now renamed to Tax Rate (%), and the percent symbol, %, is no longer displayed next to values in the Tax Rate (%) column.
LOCATION OF THE REPORT
The report is located here:
- Analysis - Standard Reports > Market Specific Reports
- Intelligence - Standard Reports > Market Specific Reports
For more information about the Auditor Digitised Receipt Search Report, refer to Chapter 13: Folder – Market-Specific Reports in the Standard Reports by Folder guide (English Only).
Updated Reports: Updated Logic for Tracking Invisible SpendWith the August release, the following reports were updated to use the same logic for tracking invisible spend as the logic used on the invisible spend reports:
- Airfares Expensed Not Booked in Concur Travel
- Car Rentals Expensed Not Booked in Concur Travel
- Hotel Stays Expensed Not Booked in Concur Travel
This update ensures there is consistency in the invisible spend data returned on the reports.
The logic for tracking invisible spend used in the invisible spend reports is:
- If the Trip Match = NONE (is not EXACT or FUZZY), then include in report
- If the Is Agency Sourced is NOT 1 (can be null, 0 or -1), then include in report
- If the payment type code is NOT COPD, then include in the report
- If the Spend Category Code = AIRFR (Airfare), CARRT (Car Rental), LODGA (Lodging – Track Room Rate Spending) and/or LODGN (Lodging – Do Not Track Room Rate Spending), then include in the report
LOCATION OF THE REPORTS
The reports are located here:
- Intelligence - Standard Reports > Compliance
For more information about these reports, refer to Chapter 7: Folder – Compliance in the Standard Reports by Folder guide (English Only).
Permission Changes for Employee Details and Employee Roles ReportsSAP Concur modified how employee information is filtered on the Employee Details and Employee Roles reports. Before this update, the reports only used the BI Manager hierarchy filter to filter the employee information on the reports. With this update, the reports now use both the BI Manager hierarchy and the Reporting hierarchy filter to filter employee information on the reports.
This update ensures clients can only view the employee information appropriate for the combination of their Cognos user role, their assigned level in the Reporting hierarchy and their BI Manager permissions, if applicable.
SAP Concur is committed to safeguarding employee information and ensuring only clients with the appropriate permissions can access employee information.
LOCATION OF THE REPORT
The reports are located here:
- Analysis - Standard Reports > Administration
- Intelligence - Standard Reports > Administration
For more information about the Employee Details and Employee Roles reports, refer to the Chapter 3: Folder – Administration in the Standard Reports by Folder guide (English Only).
For more information about the Cognos user roles, the Reporting hierarchy and the BI Manager permissions, refer to the Analysis/Intelligence: Overview guide (English Only).
Visualisation Enhancements to the Standard ReportsSAP Concur is in the process of standardising the visualisation of the Prompts pages and report output for the standard reports located in the Analysis – Standard Reports and Intelligence – Standard Reports folders. These updates will ensure a consistent visual experience for clients working with the standard reports.
This project will not affect the content displayed on the Prompts pages or the report output. It will only affect the general look and feel of the Prompts pages and report output for the standard reports.
This is an ongoing project. The first reports to be updated were the top 50 standard reports that clients run the most. Clients will see the report updates as they become available.
UPDATED REPORTS
With the August release, the following reports were updated as part of this project:
Folder Name | Report Name |
---|---|
E-Receipt | Car Receipt Additional Spend Summary |
Car Receipt Details | |
E-Receipt Enabled Employees | |
Hotel Receipt Additional Spend Summary | |
Hotel Receipt Details | |
| |
Fraud | Duplicate Company Meals |
Duplicate Expense Items | |
Duplicate Hotel Stays | |
Duplicate Meal Attendees | |
Expenses Near Receipt Limit | |
Submitted Ticket Charges with Unsubmitted Refunds | |
| |
Invoice | Attendee Details |
Attendee Summary | |
Capture Service Details | |
Capture Service Summary | |
Employee Exceptions - Details | |
Invoice Briefing Summary | |
Invoice Expense Type Spend Trend | |
Invoice Tax Adjustment Report | |
PO Matching Exceptions | |
Purchase Order List | |
Purchase Orders and Associated Payment Requests | |
Received Accrual by Line Item | |
Request Accrual | |
Request Aging | |
Request Exception Analysis | |
Request Exception Analysis (with comments) | |
Request Header Exceptions | |
Request Line Item Exceptions | |
Request Line Item Exceptions Detail Report | |
Top 10 Longest to Approve | |
Top Exception Violators | |
Top Invoice Spenders By Employee - Details | |
Top Invoice Spenders by Employee - Summary | |
Top Invoice Supplier Spend - Details | |
Top Invoice Supplier Spend - Summary | |
Unsubmitted Requests by Approver - Detail | |
Unsubmitted Requests by Approver - Summary | |
Unsubmitted Requests Rank | |
Workflow Aging - Details | |
Workflow Cycle Times - Details | |
Workflow Cycle Times - Summary by Manager | |
Workflow Cycle Times - Summary by Processor | |
Meetings | Meeting Attendee Flight Details |
Meeting Attendee Flight Segments | |
Meeting Attendee Hotels | |
Meeting Attendee Survey Answers | |
Mobile Usage | Invoice Mobile Metrics Summary |
Mobile Login Summary | |
Travel Mobile Metrics Summary | |
Persona Dashboards > Department Manager Overview > Detail Reports | Average Spend by Category Details |
Credit Card Adoption Details | |
Current Quarter Spend Details | |
Employee Spend Details | |
Future Trips Details | |
Policy Exceptions by Employee Details | |
Claims Pending Approval Details | |
Spend Overview Details | |
Unsubmitted Transactions Details | |
Persona Dashboards > Invoice Management Overview > Detail Reports | Aging Payables - Details |
Invoice Spend by Payment Method and Supplier - Details | |
PO and Non-PO Spend - Details | |
Persona Dashboards > Spend Management Overview > Detail Reports | Ageing of Transaction Details |
Cash Expense Transaction Details | |
Payment Type Details | |
Personal Transaction Details | |
Policy Exception Details | |
Claims Pending Approval Details | |
Top 10 Spending Employee Details | |
Spending | Airline Ancillary Fees Summary |
Ancillary Airline Fees Per Ticket | |
Drive Adoption | |
Excessive Personal Car Mileage | |
Executive Briefing Summary | |
Expense Airline Ancillary Fees - Detail | |
Fare Analysis | |
Internet Usage | |
Top Spend by Supplier | |
Top Spenders by Employee | |
Top Spenders by Expense Type | |
Travel Summary | |
Tax | Approved Travel Requests by Employee |
Attendee Tax Amounts | |
Australian Fringe Benefit Tax Analytics Dashboard | |
Australian Fringe Benefit Tax Details | |
Mileage/Fuel Receipt Reconciliation Report | |
UK VAT Dashboard | |
VAT Reclaimed Amounts | |
Travel Request | Approved Travel Requests by Employee |
Completed Travel Requests Without Expense Claims | |
Top 10 Longest to Approve | |
Travel Requests by City | |
Travel Requests by Country | |
Travel Requests by Segment | |
Travel Requests Pending Approval | |
Workflow Aging - Details | |
TripLink | Invisible Spend Details |
TripLink Air Supplier Summary | |
TripLink Car Rental Supplier Summary | |
TripLink Details by Traveller | |
TripLink Hotel Property Supplier Summary | |
TripLink Spend Summary By Traveller |
Other Changes
Enhancements to the Standard Reports by Folder GuideSAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.
This is an ongoing project. Clients will see these guide updates as they become available.
EXAMPLES
Example of the new report prompt definition for the Itinerary Details report:
Record Locator: Used to search by the record locator assigned to the trip(s)
Example of the new field information for the Itinerary Details report:
Data Item Label | Data Item Name | Data Item Expression | Data Item Description |
---|---|---|---|
Purchased By | <Purchased By> | [Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name] | Legal first and last name for the travelling employee (for example, John Smith) |
Booked By | <Booked By> | [Travel].[Trips].[Booking Employee] | Name of the employee who booked the trip (last name, first name format) |
Passengers | <Passengers> | [Travel].[Trip Passengers].[Passenger] | Employee taking the trip (last name, first name format) |
Is Primary? | <Is Primary ?> | [Travel].[Trip Passengers].[Is Primary] | Shows if the employee is the primary traveller (Yes/No format) |
SAP Concur will no longer support the following unsecured SSH protocol algorithms/ciphers:
- (key exchange) diffie-hellman-group-exchange-sha1
- (encryption) aes128-cbc
- (encryption) aes192-cbc
- (encryption) aes256-cbc
- (message authentication code) hmac-md5
- (message authentication code) hmac-sha1-96
- (message authentication code) hmac-md5-96
This announcement pertains to the following file transfer DNS endpoints:
- st.concursolutions.com
- st-eu.concursolutions.com
- st-cge.concursolutions.com
- st-cge-dr.concursolutions.com
- vs.concurcdc.cn
If assistance is required, please contact SAP Concur support.
For more information, refer to the Shared: File Transfer for Customers and Vendors User Guide (English Only). (This guide is located with the other Expense, Invoice and/or Request setup and user guides.)
Business Purpose / Client Benefit: These changes provide greater security for file transfers.
Introducing Screen Sharing for Authorised Support ContactsSAP Concur support is implementing the Co-browse feature, a screen-share application that is available to all Authorised Support Contacts (ASCs).
Business Purpose / Client Benefit: Screen sharing often makes a problem easier to describe, easier to understand and quicker to resolve – saving time for ASCs and SAP Concur support.
**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender ListSAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.
Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Travel and Concur Pay) will move to the new email infrastructure.
We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.
Shared Planned Changes Release Notes ConsolidatedWith this release, SAP Concur will consolidate the shared Planned Changes release notes into one document, instead of having the Planned Changes information repeated in several sets of release notes.
This consolidated Planned Change information is provided in addition to the product-specific Planned Changes release notes. For example, if a planned change applies only to Travel, it will only be available in the Travel release notes. So, users are encouraged to read the product-specific release notes as well as the Shared Planned Changes.
Business Purpose / Client Benefit: This change allows users to find shared Planned Changes release notes in one place. It also makes it easier for clients to keep track of updates to the Planned Changes release notes.
Updates for Concur Open and Personalised Concur OpenOver the next several weeks, users will see several enhancements to Concur Open and Personalised Concur Open.
Planned Change Summaries
The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.
Client Notifications
SAP Concur Non-Affiliated Subprocessors
The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)
Monthly Browser Certifications
Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Professional Edition